Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Scott StoutMorgan StanleyEdward Jones06-18-2010
Christopher John MikolajczewskiMorgan StanleyEdward Jones11-12-2010
Anthony Ryan DutterMorgan StanleyEdward Jones02-25-2011
Kevin Patrick FreemanMorgan StanleyEdward Jones03-31-2011
Gary Joseph TorreyMorgan StanleyEdward Jones$2505-18-2012
David Michael KaneMorgan StanleyEdward Jones$5006-15-2012
William Jonathan AndrewMorgan StanleyEdward Jones09-05-2014
Jason Michael PrehmMorgan StanleyEdward Jones04-18-2016
Edgar A WrightMorgan StanleyEdward Jones06-14-2017
Mitchell R. WilkinsMorgan StanleyEdward Jones06-19-2019
Nathan Lee HammMorgan StanleyEdward Jones07-01-2019
Kyle Hagen CavanaughMorgan StanleyEdward Jones11-15-2019

Showing 1 to 12 of 12 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.